Help to biled a price quote in a different way

[Dani R]

Hello my partner what to do a file maker price quote for him self. and asked me for some help.

 

the problem i have with what he want is he has 15 products and etch time he does a new quote all the items will be in the portal so he can go through them all. (so he can offer it to his client)

 

what is the way to do this

 

Tahnks  dani

[bcooney]

If you have the typical Quote>QuoteLineItems>Products structure, you could simply script it. New Quote script would capture parent Quote ID, go to all Products and loop thru them, creating QuoteLineItems, populating QLI::_kF_QuoteID and QLI::_kF_ProductID.

 

You could also export all Product IDs to a temp file and import that back in as new QLI records, with QuoteID as an auto-enter using $$QuoteID or use Replace.